Dashboard Queue Workflow Hub

Main

Dashboard Queue Workflow Hub

Core Records

Customers Properties Plans Inspections Claims Invoices Payments

Workflow Tools

Search Open Items Recent Activity Aging Exceptions Financial Exposure Reconciliation Integrity Export Filters

Rollout

Rollout Room Command Center Readiness Status Review Summary

Snapshot

Point-in-time operational snapshot across customers, properties, plans, inspections, claims, invoices, and payments in 4 P’s.

Overview Timeline Dashboard
Customers
1
Properties
1
Plans
1
Inspections
8
Claims
1
Invoices
1
Payments
1
Claim Total
$185.00
Invoice Total
$75.00
Invoice Balance
$0.00
Payment Total
$75.00

Snapshot Notes

  1. Snapshot gives you a fast point-in-time read of the platform without digging into every page.
  2. Use it when you want counts, money totals, and a quick recent-record pulse in one place.
  3. For deeper action review, use queue.php, watchlist.php, and exceptions.php.
  4. For deeper structure review, use diagnostics.php, integrity.php, and relationships.php.
Type ID Record Status Date Amount Open
Invoices 1 INV-1001 paid Apr 15, 2026 12:00 AM $75.00 Open
Payments 1 Record #1 completed Apr 15, 2026 12:00 AM $75.00 Open
Claims 1 CLM-1001 approved Mar 24, 2026 10:14 PM $185.00 Open